Sales Leader – Virtual Premier Banker

• Manage and direct a team to achieve business results and customer experience goals

• Oversee execution of strategy

• Lead and coordinate daily customer and prospect management activities

• Coach team members to attract new customers and grow existing relationships

• Develop and oversee account and sales plans

• Manage risk/return and drive quality for new and existing clients

• Identify and mitigate regulatory, reputational, operational, and credit risks

• Build senior internal and external relationships to acquire clients and enhance client experience

• Bring the full range of PNC products and services to clients

• Use reporting and sales tools to identify and convert sales opportunities

• Develop team members and monitor progress against individual goals

• Recruit top talent and manage performance issues

• Plan, organize, direct, analyze, and evaluate staff and processes

• Coach team members on credit-risk analysis, evaluation, mitigation, and credit requests using advanced credit fundamentals and internal credit policies

Requirements

• University/college degree typically required for roles at this level
• 8+ years of industry experience typically required
• At least 5 years of prior management experience typically required
• Comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree
• FINRA Series 7 license required
• FINRA Series 63 license required
• Knowledge of account management, client prospecting, competitive advantages, customer relationships, sales opportunities, negotiation, and results orientation
• Conflict management, decision making and critical thinking, effective communications, managing multiple priorities, sales management, and selling
• Must comply with applicable FDIA Section 19 and FINRA requirements regarding criminal history

Core Competencies

Demonstrates expertise in managing teams to achieve business results and enhance customer experience, with a strong focus on account management, risk mitigation, and sales strategy execution. Proficient in coaching team members and developing talent while ensuring compliance with regulatory requirements.

Highest-signal resume keywords

• Team Management
• Account Management
• Sales Strategy Execution
• Risk Mitigation
• FINRA Series 7 License

ATS Optimization Keywords

Hard Skills

• Account Management
• Sales Planning
• Credit-Risk Analysis
• Sales Opportunities Identification
• Customer Relationship Management

Soft Skills

• Coaching
• Conflict Management
• Decision Making
• Effective Communication
• Critical Thinking

Certifications & Qualifications

• FINRA Series 7 License
• FINRA Series 63 License

Industry Keywords

• Customer Experience
• Risk Management
• Regulatory Compliance
• Prospect Management
• Negotiation

Tools & Technologies

• Sales Tools
• Reporting Tools